AWP
Abacus Wealth Partners’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.1M | Sell |
18,751
-541
| -3% | -$118K | 0.63% | 17 |
|
|
2025
Q1 | $2.7M | Sell |
19,292
-107
| -0.6% | -$15K | 0.41% | 18 |
|
|
2024
Q4 | $3.23M | Sell |
19,399
-787
| -4% | -$131K | 0.48% | 18 |
|
|
2024
Q3 | $3.44M | Buy |
20,186
+238
| +1% | +$40.6K | 0.52% | 18 |
|
|
2024
Q2 | $2.82M | Sell |
19,948
-497
| -2% | -$70.2K | 0.47% | 18 |
|
|
2024
Q1 | $2.57M | Sell |
20,445
-91
| -0.4% | -$11.4K | 0.43% | 18 |
|
|
2023
Q4 | $2.17M | Buy |
20,536
+570
| +3% | +$60.1K | 0.37% | 18 |
|
|
2023
Q3 | $2.11M | Sell |
19,966
-1,844
| -8% | -$195K | 0.65% | 16 |
|
|
2023
Q2 | $2.6M | Sell |
21,810
-85
| -0.4% | -$10.1K | 0.78% | 15 |
|
|
2023
Q1 | $2.12M | Buy |
21,895
+2,100
| +11% | +$204K | 0.7% | 15 |
|
|
2022
Q4 | $1.62M | Sell |
19,795
-4,477
| -18% | -$366K | 0.58% | 17 |
|
|
2022
Q3 | $1.48M | Sell |
24,272
-10
| -0% | -$611 | 0.79% | 13 |
|
|
2022
Q2 | $1.7M | Sell |
24,282
-19
| -0.1% | -$1.33K | 0.88% | 13 |
|
|
2022
Q1 | $2.01M | Sell |
24,301
-130
| -0.5% | -$10.8K | 0.89% | 15 |
|
|
2021
Q4 | $2.13M | Sell |
24,431
-702
| -3% | -$61.2K | 0.75% | 18 |
|
|
2021
Q3 | $2.19M | Buy |
25,133
+489
| +2% | +$42.6K | 0.81% | 17 |
|
|
2021
Q2 | $1.92M | Sell |
24,644
-235
| -0.9% | -$18.3K | 0.75% | 17 |
|
|
2021
Q1 | $1.75M | Buy |
24,879
+146
| +0.6% | +$10.2K | 1.24% | 16 |
|
|
2020
Q4 | $1.6M | Buy |
+24,733
| New | +$1.6M | 1.4% | 14 |
|